Prudent Client Desk

Name: Prudent Client Desk
Availability: InStock
Rating: 4.833333492279053 (2413 reviews)
Author: Prudent Corporate Advisory Services Ltd.

Prudent Corporate Advisory Services Ltd.

4.8

2.41K reviews

100K+

Downloads

Everyone

About this app

Prudent Client Desk empowers you to manage your mutual fund investments anytime, anywhere.

After successful login, the Welcome screen displays the ‘Dashboard’ where you can view summary of investments made, current valuation, returns earned etc.

There are various other sections where you can view Scheme-wise and Client-wise summary report, Capital Gain/Loss report, Dividend Income Statement, Nature-wise and Sub-Nature-wise summary report, transaction report etc. Various financial planning calculators are also available for planning your goals.

Note: To access this application you must use your registered Login Id and Password for Prudent Client Desk. If you don’t have the same, then please contact your advisor or RM.

Updated on

Dec 16, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.

No data shared with third parties

Learn more about how developers declare sharing

This app may collect these data types

Personal info and Device or other IDs

Data is encrypted in transit

Data can’t be deleted

Ratings and reviews

4.8

2.39K reviews

milan prajapati

December 24, 2025

Recently, I updated the application and I am very disappointed with the changes. The entire interface has been completely redesigned, and unfortunately, it has made navigation more complicated. It is now very difficult to find individual portfolio performance. Viewing an individual SIP performance report requires two to three additional steps, which is inconvenient and time-consuming. The old version of the application was much more user-friendly and made it easy to quickly check SIP performance

6 people found this review helpful

Prudent Corporate Advisory Services Ltd.

January 2, 2026

Thanks for your feedback! The new UI is designed to be more modern, faster, and more intuitive, and we’re confident it offers a better overall experience. We appreciate your patience as you get familiar with it.

kumar r

January 13, 2026

I am unable to login with my mpin since last one month.I tried several times after that I talked with my agent & he advised me to again download the app after deleting. I done as he advised but still unable to login. I repeatedly complaining to my agent but he is not taking it seriously. Really very bad app & poor services. It is really very disappointing..

Prudent Corporate Advisory Services Ltd.

January 19, 2026

Hi, we are sorry that you faced an issue. Could you please share your contact details with us on kyc@fundzbazar.com so that we can get in touch with you and resolve the issue.

Dr.Tirthankar Banerjee

February 3, 2026

my new investment in crmf focused fund isn't showing in seperate portfolio despite of adding that new to my list. it was previously shown as new portfolio ( despite of being in same category of funds) which is very difficult to track individual schemes. please bring back the previous feature. requesting wholeheartedly. PLUS THE PDFS I AM UNABLE TO DOWNLOAD. KINDLY DO THE NEEDFUL

What’s new

We've added a unified view for all investment products including MF, Stocks, PMS/AIF, NPS, FD, Bonds, P2P, and Liquiloan. The dashboard now loads faster, with improved navigation and better portfolio insights. Bug fixes and performance enhancements included for a smoother experience.

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